See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,838 | $127,386-52.2% | $115,037-47.1% | $125,391-51.5% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 0.28% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $37 | $5,166-99.3% | $4,608-99.2% | $4,866-99.2% |
| Participant deferral / active EE | $3,782 | $6,423-41.1% | $6,026-37.2% | $5,352-29.3% |
| Admin fee / account holder | $7,260 | $9,516-23.7% | $8,175-11.2% | $9,540-23.9% |